（来源：快查一企业中标了） 来源：市场资讯 快查APP显示，联想控股相关公司汉口银行股份有限公司于2025年8月15日发布一则招标信息，项目名 称为汉口银行股份有限公司一表通数据报送系统建设项目磋商公告，预算金额为227.90万元。 快查股权穿透数据显示，该公司由联想控股持股，出资比例为11.10%。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不就因本公告全部或任何部分內容 而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 Legend Holdings Corporation 本公司股東及投資者可瀏覽http://www.hkexnews.hk/查閱聯想集團2025/26年財政年度截至 2025年6月30日止第一季度之未經審核綜合業績公告全文。 - 1 - 聯想集團2025/26年財政年度截至2025年6月30日止第一季度之未經審核綜合財務報表之摘 要如下： | | 截至2025年 | 截至2024年 | | --- | --- | --- | | | 6月30日止 | 6月30日止 | | | 三個月 | 三個月 | | | （未經審核） | （未經審核） | | | 百萬美元 | 百萬美元 | | 收入 | 18,830 | 15,447 | | 毛利 | 2,774 | 2,560 | | 毛利率 | 14.7% | 16.6% | | 經營費用 | (1,989) | (2,066) | | 經營溢利 | 785 ...

Industry Overview - The demand for smartphone thermal management devices is increasing due to enhanced smartphone performance, faster processors, and higher screen resolutions, leading to increased heat generation [1][13] - The rapid adoption of 5G technology is driving the need for higher performance and efficiency in thermal management devices to meet the growing thermal demands in 5G scenarios [1][13] - The market size of China's smartphone thermal management device industry is projected to reach approximately 3.267 billion yuan in 2024, representing a year-on-year growth of 6.52% [1][13] Industry Chain - The upstream of the smartphone thermal management device industry chain includes raw materials such as metals, ceramics, plastics, composite materials, PI films, natural graphite, CVD equipment, and cooling liquids [7] - The midstream involves the production and manufacturing of thermal management devices, while the downstream consists of various types of smartphones [7] Material and Technology Trends - Natural graphite is a key raw material for manufacturing high thermal conductivity graphite sheets and thermal films, essential for ensuring stability and battery life during high-load operations [9] - The production of natural graphite in China is expected to grow from 708,000 tons in 2015 to 1,291,600 tons in 2024, with a compound annual growth rate of 6.91% [9] - Future innovations in materials will focus on higher thermal conductivity and lighter weight, with potential applications of new materials like graphene and carbon nanotubes [23] Market Dynamics - The smartphone market in China saw a decline in shipments from 461 million units in 2017 to 296 million units in 2020, primarily due to market saturation and extended replacement cycles [11] - The smartphone shipment volume is expected to reach 294 million units in 2024, reflecting a year-on-year growth of 6.52% [11][13] - The competitive landscape of the smartphone thermal management device market is diverse, with significant contributions from both domestic and international players [16] Key Companies - Major companies in the smartphone thermal management device industry include Carbon Source Technology Co., Ltd., Shenzhen Feirongda Technology Co., Ltd., and Beijing Zhongshi Weiye Technology Co., Ltd., among others [16][19][21] - Shenzhen Feirongda Technology Co., Ltd. is focused on electromagnetic shielding materials and thermal management materials, with projected revenue of 1.864 billion yuan in 2024, up 7.56% [19] - Beijing Zhongshi Weiye Technology Co., Ltd. specializes in advanced thermal management solutions, with expected revenue of 1.539 billion yuan in 2024, reflecting a growth of 23.81% [21]

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 致：香港交易及結算所有限公司 公司名稱: 聯想控股股份有限公司 呈交日期: 2025年8月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 03396 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 1,271,853,990 | RMB | | 1 RMB | | 1,271,853,990 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 1,271,853,990 | RMB | | 1 RMB | | 1,271,853,990 | | 2. 股份分類 | 普通股 | 股份類別 | 其他類別 (請註明) | | 於香港聯交所上市 ...

Key Points - The top three companies with net inflows from southbound funds are Xiaomi Group-W (01810) with 1.665 billion, Tencent Holdings (00700) with 830 million, and Alibaba-W (09988) with 747 million [1] - The companies with the highest net outflows are Pop Mart (09992) with -354 million, China Life (02628) with -351 million, and Kingsoft Cloud (03896) with -300 million [1] - In terms of net inflow ratio, Qin Port Co. (03369) leads with 78.68%, followed by Reshaping Energy (02570) with 76.94%, and Cang Port Railway (02169) with 65.01% [1] - The companies with the highest net outflow ratios include Chongqing Rural Commercial Bank (03618) at -61.37%, Bank of China Aviation Leasing (02588) at -53.31%, and Swire Properties (01972) at -45.99% [1] Net Inflow Rankings - Xiaomi Group-W (01810) had a net inflow of 1.665 billion, representing a 12.37% increase [2] - Tencent Holdings (00700) saw a net inflow of 830 million, with an 8.94% increase [2] - Alibaba-W (09988) recorded a net inflow of 747 million, reflecting a 10.60% increase [2] - The highest net inflow was observed in CSPC Pharmaceutical Group (01093) with 654 million and a 21.81% increase [2] Net Outflow Rankings - Pop Mart (09992) experienced a net outflow of -354 million, with a -10.47% decrease [2] - China Life (02628) had a net outflow of -351 million, reflecting a -11.90% decrease [2] - Kingsoft Cloud (03896) recorded a net outflow of -300 million, with a -24.18% decrease [2] - Meituan-W (03690) also saw a significant outflow of -291 million, representing a -5.32% decrease [2] Net Inflow Ratio Rankings - Qin Port Co. (03369) leads with a net inflow ratio of 78.68% and a net inflow of 340,000 [3] - Reshaping Energy (02570) follows with a net inflow ratio of 76.94% and a net inflow of 10.53 million [3] - Cang Port Railway (02169) has a net inflow ratio of 65.01% with a net inflow of 4.3967 million [3] - Other notable companies include Meizhong Jiahe (02453) with a 61.71% net inflow ratio [3] Net Outflow Ratio Rankings - Chongqing Rural Commercial Bank (03618) has the highest net outflow ratio at -61.37% with a net outflow of -1.04 billion [3] - Bank of China Aviation Leasing (02588) follows with a net outflow ratio of -53.31% and a net outflow of -15.3728 million [3] - Swire Properties (01972) has a net outflow ratio of -45.99% with a net outflow of -29.4662 million [3]

格隆汇7月30日｜拉卡拉(300773.SZ)现跌6.12%报27.45元，暂成交16亿元，最新市值216亿元。拉卡拉公告称，公司持股5%以上股东联想控股于2025年7月23 日至7月25日期间，通过集中竞价和大宗交易方式累计减持公司股份535.96万股，权益比例由26.54%降至25.86%。本次减持计划与此前披露的减持计划一 致，不影响公司治理结构和持续经营，亦不会导致公司控制权变更。(格隆汇) ...

Industry Overview - The smart camera industry is experiencing explosive growth driven by the integration of optical imaging technology, artificial intelligence, IoT, and edge computing, transforming traditional cameras into intelligent devices capable of environmental perception and autonomous decision-making [1][17] - As of 2024, the market size of China's smart camera industry is projected to be approximately 112.52 billion yuan, with an expected increase to 128.72 billion yuan by 2025 [1][17] - The industry is characterized by rapid technological iteration and diverse application scenarios, with products evolving towards higher definition and intelligence [1][17] Policy Support - The Chinese government has implemented various policies to support the smart camera industry, including the promotion of smart manufacturing and the encouragement of consumer spending on smart home products [6][7] - Key policies include the "Implementation Opinions on Promoting Future Industry Innovation Development" and the "Notice on Expanding the Implementation of Large-Scale Equipment Updates and Consumer Goods Replacement Policies" [6][7] Market Dynamics - The global smart camera market is expected to see a shipment volume of 137 million units in 2024, reflecting a year-on-year growth of 7.7% [14] - In the first quarter of 2025, China's consumer-grade smart camera market shipped 12.08 million units, marking a 6.2% increase year-on-year [15] Competitive Landscape - Chinese brands dominate the global smart camera market, with four out of the top five brands being Chinese, including Hikvision, Xiaomi, Dahua, and TP-Link [19][21] - Hikvision led the global market with a shipment of 4.203 million units in the first quarter of 2025, achieving a year-on-year growth of 7.9% [19] Industry Trends - The industry is moving towards multi-modal integration, enhancing environmental perception through the combination of various sensory data [27] - Smart cameras are evolving from basic observation to advanced understanding capabilities, driven by deep learning technologies [28] - There is a trend towards customized solutions for specific vertical applications, such as industrial and medical uses, which enhances product value and creates technical barriers [29]

Core Viewpoint - Lenovo Holdings, a major shareholder of Lakala, plans to reduce its stake from 26.54% to 25.86% by selling 5.36 million shares between July 23 and July 25, 2025, without affecting the company's governance structure or control [1] Group 1: Shareholder Actions - Lenovo Holdings intends to reduce its stake by up to 3% of the total shares, with a maximum of 788.08 million shares through centralized bidding and 1.58 million shares through block trading [1] - Another significant shareholder, Sun Haoran, plans to conduct a "full liquidation" of his shares, aiming to sell up to 2.45% of the company's shares due to personal financial needs [2] Group 2: Financial Performance - Lakala's Q1 2025 report shows total revenue of 1.3 billion yuan, a decrease of 1.95 billion yuan or 13.02% year-on-year [2] - The net profit attributable to shareholders dropped to 101 million yuan, down 1.08 billion yuan or 51.71% compared to the same period last year [2] - The net cash inflow from operating activities was 16.73 million yuan, a decline of 314 million yuan or 94.95% year-on-year [2] Group 3: Business Development - Lakala is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its international competitiveness and support its international development strategy [3] - The company is currently discussing the specifics of the H-share listing with relevant intermediaries, with the process subject to approval from various regulatory bodies [3]

Core Viewpoint - The article discusses the recent share reduction plans by major shareholders of Lakala, the company's financial performance, and its strategic moves towards internationalization and digital currency applications [1][2][3][4]. Group 1: Shareholder Actions - Lenovo Holdings, a major shareholder, reduced its stake in Lakala from 26.54% to 25.86% by selling 5.3596 million shares between July 23 and July 25, 2025, as part of a previously disclosed plan [1]. - Lenovo Holdings plans to further reduce its stake by up to 3% from July 23 to October 22, 2025, with a maximum of 788.08 million shares through open market transactions and 1,576.16 million shares through block trades [1]. - Another significant shareholder, Sun Haoran, plans to reduce his stake by up to 2.45% due to personal financial needs, with a reduction period from June 12 to September 11, 2025 [2]. Group 2: Financial Performance - Lakala's Q1 2025 financial report shows total revenue of 1.3 billion yuan, a decrease of 1.95 billion yuan or 13.02% year-on-year [2]. - The net profit attributable to shareholders was 101 million yuan, down 1.08 billion yuan or 51.71% compared to the same period last year [2]. - The net cash inflow from operating activities was 16.73 million yuan, a decline of 314 million yuan or 94.95% year-on-year [2]. Group 3: Strategic Developments - Lakala is actively monitoring the issuance and application of stablecoins, especially with the new stablecoin regulations in Hong Kong set to take effect on August 1 [3]. - The company is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its international competitiveness and support its international development strategy [3][4]. - Discussions with intermediaries regarding the specifics of the H-share listing are ongoing, but the details are yet to be finalized and will require approval from various regulatory bodies [4].

（文章来源：证券日报） 证券日报网讯 7月29日晚间，拉卡拉发布公告称，公司近日接到公司股东联想控股股份有限公司通知， 获悉其所持有公司的部分股份办理了解除质押登记手续，本次解除质押股份数量为15，860，000股。 ...